- Managing client relationships and ensuring they receive value from our services according to the company’s mission and vision.- Leading the operations team that provides services directly to clients including personal tax preparation, business bookkeeping, and business tax planning/preparation.- Review & file a mixture of 1040, 1065, 1120, and 1120-S returns.- Performing sales activities and onboarding new business clients.

- Interviewed and shadowed managers of every department.- Cataloged all tasks, processes, and functions of the company at every stage of business development.- Helped increase efficiency and effectively improved the technical skills of staff throughout the organization by introducing automation to the team’s development.

- Ensured accuracy of data and transactions by reconciling accounts and invoices between departments/vendors/clients.- Created budgets for marketing departments.- Constructed invoices and client/project statements for sales andclosing departments.- Deposited daily income and commission checks for the firm.- Accomplished data entry tasks working with CYMA Accounting software to correct issues with databases.- Communicated between departments to ensure budget compliance

Provided technical knowledge to solve complicated issuesconcerning CCH Prosystem FX and CCH Axcess Tax Software,Managed processes and client success using Salesforce CRMsoftware.

Used Microsoft Excel and Intuit QuickBooks Online to log dailytransactions, perform bank reconciliations, create invoices, preparefinancial statements, and pay outgoing bills.